Cautiously optimistic on US high yield
Looking back After being down more than 20% in late March, the high-yield market has continued to move higher in fits and starts and, for the year to date (as at 18 November 2020), is up 4.3% as measured by the Bloomberg Barclays US Corporate High Yield 2% Issuer Capped Index. There are reasons to […]
Recognition for our responsible property development
On 24 November, GRESB – the global real-estate sustainability benchmark for real assets – announced the results of its annual assessment, an investor-driven global sustainability benchmark and reporting framework for listed property companies, private property funds, developers and investors that invest directly in real estate. The assessment is shaped by what investors and the industry […]
Saker Nusseibeh named European Personality of the Year by Funds Europe
Funds Europe recognised Saker’s “lifelong mission” to bring environmental, social and governance and socially responsible investing into the mainstream. The sponsor presenting the award highlighted that Saker’s “mission to be a leader in green investment really is bearing the fruits that it deserves”. Funds Europe selects its European Personality of the Year on the basis […]
New order
Navigating the energy transition
The road less travelled
360°, Q4 2020
Global Emerging Markets case study: Advantech
Theory of Change Advantech offers technology that supports and enables sustainable industrialisation, green transportation and renewable power generation. SDG alignment: SDG 9: Industry, Innovation & Infrastructure SDG 7: Affordable and clean energy SDG 11: Sustainable Cities & Communities Advantech offers its clients differentiated IT solutions, spanning sustainable industrialisation, green transportation and renewable energy. It is […]
Direct lending: Uncovering the private nature of ESG
ESG and private debt: from the niche to the mainstream We are increasingly seeing demand from prospects and existing clients for our direct-lending capability to systematically integrate ESG factors into the investment process. Due to long lock-in periods, we believe that direct lending particularly lends itself to ESG integration. This is because confirmative information about […]
When the chips are down
The outlook for semiconductors
Global Emerging Markets case study: TSMC
Engagement themes Environment: Climate change, water As a core holding in our Global Emerging Markets strategies, we have had exposure to TSMC for more than a decade. During this time, it has greatly outperformed the MSCI Emerging Markets IMI benchmark index1 thanks to its ability to innovate, sound management team and corporate culture, and clear long-term […]
Green bonds alone won’t get us to Paris
We need firm-level action
